"Every company has mission and vision statements, but the tough part is keeping those statements connected to the people who work day to day representing the firm and those statements.
McCauley & Co. helped us reinforce our vision in a meaningful way and tie it to important initiatives using an engaging, participative, high-energy approach that brought out our team's creativity and extraordinary effort.
We’ve formally launched these initiatives across our entire agency, with positive feedback from all, including producers who are anticipating additional competitive advantage from our leadership team’s focused work. An unexpected surprise was gaining an entire segment of our staff who are engaging in an entirely new and enthusiastic way. McCauley & Co.'s impact is undeniable.”
Russ VanderSteeg, CLU Managing Partner New England Securities Strategic Financial Parnters
"The Blueprint has been of value by allowing me to see how my direct reports see me and my leadership ability. The leadership style work we have done is helping me to take my efforts to the next level.
The best way for me to put this is to say that I now have 2 recruits entering their second year that I changed styles with purposefully, to precipitate change in their behavior. They have made quantam leaps in the past 6 months, and I believe even as short as one year ago, these are reps that I would have lost.
I have also gleaned much from the group calls and the professional network the program has established. Getting to work with great managers in the country allows me to see the things they are doing that work. Working with them also provides a sounding board for ideas that I have.
Finally, the one-on-one calls with Kelli and with my managing partner have been great. Kelli is a great facilitator of idea exchange, and she challenges me by asking the motivation I have behind my ideas and also by pressing me to stick to what I say I will do.
Overall, the program has been great, and I am very appreciative of the investment that has been put into me. I believe the investment is already paying dividends."
Thank you, Jerry Corless, CFP
Managing Partner
Strategic Financial Partners
"The program has definitely been a terrific supplemental source for him (the employee) to become a more effective future GA. We definitely feel the training program has made not only a positive impact on J.S. but on our agency as a whole." - Thomas A. Ciardella, General Agent, Certified Financial Services
"J.P. has started to actively recruit (something he used to feel was not his responsibility), and he has demonstrated great vision, a focus on getting his people to the next level, and a new energy towards increased manpower. I do not believe these things would have taken place without the coaching of Kelli McCauley." - Jerry Harnik, President, Rosbruch/Harnik Agency
"My key accomplishments to date have been to significantly increase production and attention to the newer people in our organization. Kelli McCauley's knowledge of Guardian, the business and her overall accessibility has been extremely helpful to me." - Paul E. Karlitz, Managing Director, Lenox Advisors, Inc.
"Blueprint for High Performing Leaders has caused us to pay attention everyday to our performance as leaders and the effect it has on the organizational climate. Many of our FR's have experienced significant vertical growth and have become more productive. Our life and disability sales are up more than 25% in our Bethesda office. We think NGM should be a staple for top second-line managers." - John Dixon & Lloyd Polmateer, Co-Presidents, First Financial Group
"I can honestly say that I have learned more about good management skills from Kelli in the last 6 months than in my prior 16 years of learn-as-you-go and go-with-your-gut training. Furthermore, the regular one-on-one and small group phone conferences help keep the Blueprint training "in-use" as opposed to something that I do for a while and then stop." - Robert C. Kievit, SVP, International Planning Alliance, LLC
"The results to date which are attributed to the program are that my young FR's have an increase of production up about 10%. I believe this is due to using some of the coaching techniques from the program. In the 13 years that I have been in management in this industry, I believe this program is the best development program that I have been through." - Kevin Winder, Sales Manager, Alliance Advisory Group
"There is no doubt in my mind that as a result of this program, our recruiting and production has increased. Blueprint for High Performing Leaders has improved both myself and my agency from the get go." - Jeffrey Slevin, Associate GA, Certified Financial Services
"NGM and Kelli McCauley were instrumental with the production growth that we have seen in our agency. More effective communication and time management has resulted in spending more time and energy with those with the greatest potential. This is evidenced by the quick start that our new FR's have had this year and the growth of our Leader's Club qualifiers. My pipeline of quality referrals is fuller than ever before." - Lyle Domenitz, GA, Wealth Strategies Group
"My key accomplishments to date have been to significantly increase production in our firm and pay more attention to the newer people in our organization. Kelli McCauley's knowledge of our business, business and her overall accessibility has been extremely helpful to me." - Executive Vice President
“One of the most inspiring, encouraging 3 days I’ve spent. Kelli & Janice gave us a gift by allowing us to be ourselves, express our thoughts , concerns & frustrations, and work together to make positive changes.” –Joe Sciabica - Wealth Advisory Group
"..as a fairly new, but ambitious Managing Associate, The Blueprint High Performing Leaders program has been extremely valuable in helping me to develop my management skills, as well as to assist my agents in achieving their full potential.
I hope that there continues to be a commitment to this program [..] that focus[es] on our development as aspiring leaders within the Enterprise. "
Best regards, Eric Spindt, CFP
Managing Associate/Senior Financial Planner
Strategic Financial Partners
".thanks for the work you have done, and insight you have facilitated in myself and the other members of our group.
I have made situational adjustments in my leadership style when working with my peers, direct reports and Jay as a result of the concepts and coaching you gave me. Adjustments I otherwise might not have had the tools to deliver!
I know our time in the Blueprint program is coming to close with just two sessions left. Thanks for all you do! It is making a difference! Keep in touch!"
The Best is yet to be!
Sincerely, D. Duane Bartlett
Managing Partner, New England Financial
"By far the overlapping theme was my lack of clarity with my Rep's.
It's amazing the difference in performance after my Reps have a clear understanding of their goals. This information has helped me on the recruiting side as well. I am now able to paint a picture for recruits, which seems to help most when candidates are trying to choose between a competitor and us."
- Shawn
"The program has been terrific. If anything, I think the Managing Partners should go through it WITH the Managing Associates.
Kelli McCauley is strong. She has been very helpful to me and an absolute pleasure to work with. She can help this company retain and develop managers."
Best Personal Regards Leo Alessi